Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities, and exceptional people.

Our international network and breadth of expertise enable us to support individuals, families, business owners, investors, and entrepreneurs.

Roles & Responsibilities:

Impact on the Business

• Maximize profit and achievement of the growth of Premier clients portfolio
• Achieve agreed financial targets by development of existing and new relationships
• Build effective relationships with clients to retain and develop sustainable relationships
• Complete regular reviews with clients to understand their current and long term needs and advise them on the products and services that help them achieve their goals
• Effective use of tools and information to drive client service delivery and WPB performance
• Maintain a minimum standard of qualifying Premier clients within portfolio as stated by Group
• Build a high personal and corporate profile in the community in which you are based.

Develop network of Group and External professional contacts with the aim of introducing new business, enhancing technical knowledge and promoting the brand

• Monitor and act on daily sales activity management information and other internal information tools, using them to coach the wider Branch team in support of business goals
• Establish and agree client contact strategies in line with Group operating models
• Fully utilise and input to Client Relationship Management data, ensuring all client information is complete and kept up to date

Customers / Stakeholders

• Own the client relationship with HSBC
• Maintain a deep understanding and technical knowledge of relevant products and services available from Group sources and elsewhere in order to provide the best solutions for clients and maximise revenues for Global Wealth and the Group
• Maintain highest standard of excellence in client service across the team and with individual portfolio
• Ongoing analysis of client portfolios through marketing of ideas and researching clients
• Monitor client satisfaction data implementing portfolio level improvements
• Work with the broader branch, support and direct teams to ensure achievement of the business performance measures by delivering differentiated products and services to the client
• Treat customer fairly with integrity

Leadership & Teamwork

• To work as part of an integrated branch management team to ensure, standards and are met and operating models delivered
• Proactively support others through direct and indirect actions beyond activities particular to this role
• Collaborate with the wider team to deliver the Branch WPB Performance measures and plan to support the multi-channel client journey
• Establish and maintain strong working relationships with colleagues in the wider WPB businesses and others as appropriate to service client needs

Operational Effectiveness & Control

• Ensuring that sales & operations are undertaken in accordance with HSBC Bank plc FIM, BIM and Credit Policy Manual appropriate lending guidelines
• Agree and manage lending facilities within any agreed Approval Authority (RAA)
• Manage operational risk, by using relevant MI to identify risk situations and take any appropriate action to minimise loss
• Adhere to selling process and sales quality requirements

Qualifications & Experience

• Bachelor's degree or equivalent experience
• Minimum of three years proven and progressive financial services and/or retail sales experience or equivalent
• Capabilities in introducing insurance and investment products
• Relationship management experience with high net worth clients
• Strong technical skills in wealth management
• Strong communication, client focus and influencing skills
• Strong sales orientation, networking and portfolio management skills
• Sound knowledge of financial services products and services and the client relationship management system
• Understanding of business banking client segment and products and services
• Local regulatory & license requirements
• Job holder should possess valid licenses with accreditation on wealth management and qualification as required by country
• Clear view on how to work with Compliance, Credit & Risk and Internal Control to ensure a balanced risk operating environment
• Able to communicate well in English and local languages

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That spirit is at the heart of this Account Executive role at Mercury, where success comes from being a true multipurpose operator: someone who can prospect, run discovery, adapt on the fly, decode messy financial workflows, and make founders feel understood and supported.

At Mercury, we build modern business banking along with tools for payments, cards, and cash management so companies can run their finances from a single, intuitive dashboard. We are looking for multiple Account Executives to help a wide range of businesses make Mercury the core of how money moves through their company.

One day you might be talking to a fast-growing AI startup, the next to an ecommerce brand you love, or a 30-year-old family-owned business that is ready to modernize its banking and finance operations. Many of these customers are lean and fast-moving, and they will look to you as a partner who understands both their business and their operations.

This is a full-cycle, quota-carrying, consultative role in a fast-changing environment where you will build and iterate on your own sales motion.

Responsibilities

• Own a quota and the full sales cycle from first touch through activation across a diverse range of companies across all stages, industries, and use cases.
• Design and execute your own pipeline strategy across outbound, inbound, and creative channels, while partnering closely with SDRs.
• Run high-quality discovery with founders, operators, and lean finance teams to uncover real problems in how they manage cash, payments, and financial operations.
• Connect pain-points to Mercury's products and tell clear, simple stories that help customers make confident decisions.
• Drive a strong pipeline of high-velocity deals while staying in control of your time and competing priorities.
• Collaborate with Account Management, Partnerships, Marketing, and Product to win complex deals and unlock new segments.
• Turn what you see in the field into structured feedback and ideas that improve our go-to-market motion, processes, and product.

Who You Are

• Coachable and growth-oriented. You seek out feedback, integrate it quickly, and can point to a clear improvement curve in your recent roles.
• Curious, creative, and strategic. You ask why, not just what, and you adjust your approach based on the customer, especially in founder-led cycles.
• Scrappy and resourceful. You are comfortable without a rigid playbook, clean territory, or heavy inbound, and you know how to build pipeline from almost zero.
• Disciplined and accountable. You manage your time, pipeline, and follow-through with intention and take ownership of both inputs and outcomes.
• Comfortable with ambiguity. You have succeeded in environments where product, ICP, and GTM change quickly, and you adapt rather than stall.
• Collaborative generalist. You enjoy working with SDRs, marketing, product, and post-sales, and you are excited to take on projects beyond your core deals when they unlock revenue opportunities for Mercury.
• Willing to travel on occasion for conferences or strategic in-person meetings.

Qualifications

• At least three years of closing experience in an Account Executive role, or equivalent full-cycle experience in a similar capacity.
• Experience selling to founders, owner-operators, or small leadership teams is a plus.
• Proven ability to build and manage a high-quality pipeline and hit or exceed targets in a fast-paced environment.
• Excellent written and verbal communication skills, with the ability to tailor your message to different audiences.
• A bachelor's degree or equivalent practical experience.
• Genuine interest in fintech and how better financial tools can help growing businesses operate and scale.

Total Rewards Package

The total rewards package at Mercury includes base salary, equity (stock options/RSUs), and benefits. Our salary and equity ranges are highly competitive within the SaaS and fintech industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate's experience, expertise, geographic location, and internal pay equity relative to peers.

Target New Hire Base Salary Ranges

• US employees in New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $169,900-$212,400
• US employees outside of New York City, Los Angeles, Seattle, or the San Francisco Bay Area: $153,000-191,200

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This role blends deep technical expertise with strong communication and collaboration skills. You'll become an Engine expert, understanding its architecture, technology, and functionality, allowing you to effectively communicate its capabilities and value to both technical and non-technical audiences.

Key responsibilities include:

• Leading on technical designs during the Engine implementation phase, building relationships with a variety of stakeholders within clients and SI partners such as their Engineering leads and Service Owners.

• Working closely with our clients and SI partners on the technical detail of implementing Engine, providing solutions to identified requirements and working with our Product and engineering teams to fulfill them.

• Helping clients maximise Engine's current and future capabilities to solve their requirements and meticulously documenting scope and roadmap decisions to guide subsequent delivery waves, bringing in expertise from our Product Owners and engineering teams where required.

• Taking ownership of the technical aspects of client deliveries, collaborating closely with our SI partners to overcome challenges and achieve seamless integrations.

• Providing expert guidance to client engineering teams, using documentation, API specifications, and sequence diagrams to foster a deep understanding of Engine's architecture and functionalities.

• Collaborating closely with our Client Success team to troubleshoot technical issues, translate client needs into new technical requirements, and architect innovative solutions that enhance the Engine platform.

Requirements:

• Experience of end-to-end software engineering / solution architecture across the software delivery lifecycle.

• Experience with software service design and integration, such as RESTful APIs, OpenAPI specification and sequence diagrams.

• Experience of cloud infrastructure and large-scale cloud applications.

• Experience working in a client-facing role and building relationships with stakeholders.

• Strong interpersonal communication and collaboration skills.

Nice to Have:

• Experience relating to retail or business banking, core banking, card processing or payments.

• Experience of delivery and implementation of core banking or large-scale digital transformation programmes, application migration and solution integration.

• Commercial acumen with experience of building business cases.

• Experience in a SaaS organisation in a Client Solutions or Client Engineering role.

• Knowledge of financial regulations around the world.

About you:

• You have a focus on delivery and getting things done for a client.

• You have the ability to work well with people from a variety of levels, roles and technical backgrounds.

• You're able to communicate clearly about technical subjects.

• You're comfortable working in a varied role, collaboratively in a team, with a flat structure.

• You're comfortable travelling nationally to our London office (initial upskilling will require a period of time working with our Engineers & Product team in London).

• You're comfortable travelling internationally.

XML job scraping automation by YubHub

This role blends deep technical expertise with strong communication and collaboration skills. You'll become an Engine expert, understanding its architecture, technology, and functionality, allowing you to effectively communicate its capabilities and value to both technical and non-technical audiences.

You'll lead on technical designs during the Engine implementation phase, building relationships with a variety of stakeholders within clients and SI partners such as their Engineering leads and Service Owners.

You will work closely with our clients and SI partners on the technical detail of implementing Engine, providing solutions to identified requirements and working with our Product and engineering teams to fulfill them.

Your contributions will also extend to shaping Engine's product roadmap and supporting existing clients with additional capabilities to meet their strategic aims.

You'll help them maximise Engine's current and future capabilities to solve their requirements and meticulously document scope and roadmap decisions to guide subsequent delivery waves, bringing in expertise from our Product Owners and engineering teams where required.

You will also be a technical champion for our existing clients, ensuring their ongoing success.

This includes taking ownership of the technical aspects of client deliveries, collaborating closely with our SI partners to overcome challenges and achieve seamless integrations.

You'll provide expert guidance to client engineering teams, using documentation, API specifications, and sequence diagrams to foster a deep understanding of Engine's architecture and functionalities.

Additionally, you will collaborate closely with our Client Success team to troubleshoot technical issues, translate client needs into new technical requirements, and architect innovative solutions that enhance the Engine platform.

The ideal candidate will have experience of end-to-end software engineering / solution architecture across the software delivery lifecycle, experience with software service design and integration, and experience working in a client-facing role and building relationships with stakeholders.

The role requires strong interpersonal communication and collaboration skills, as well as the ability to work well with people from a variety of levels, roles and technical backgrounds.

You'll be comfortable working in a varied role, collaboratively in a team, with a flat structure, and comfortable traveling nationally to our London office (initial upskilling will require a period of time working with our Engineers & Product team in London).

You'll also be comfortable traveling internationally.

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You will be involved in both the sales and delivery phases of a project as well as ongoing client success, collaborating with teams across Engine in Technology, Delivery, Product, Client Success and Business Development.

The role requires travel around North America, and occasional further travel.

This role blends deep technical expertise with strong communication and collaboration skills. You'll become an Engine expert, understanding its architecture, technology, and functionality, allowing you to effectively communicate its capabilities and value to both technical and non-technical audiences.

You'll lead on technical designs during the Engine implementation phase, building relationships with a variety of stakeholders within clients and SI partners such as their Engineering leads and Service Owners.

You will work closely with our clients and SI partners on the technical detail of implementing Engine, providing solutions to identified requirements and working with our Product and engineering teams to fulfil them.

Your contributions will also extend to shaping Engine's product roadmap and supporting existing clients with additional capabilities to meet their strategic aims.

You’ll help them maximise Engine’s current and future capabilities to solve their requirements and meticulously document scope and roadmap decisions to guide subsequent delivery waves, bringing in expertise from our Product Owners and engineering teams where required.

You will also be a technical champion for our existing clients, ensuring their ongoing success.

This includes taking ownership of the technical aspects of client deliveries, collaborating closely with our SI partners to overcome challenges and achieve seamless integrations.

You'll provide expert guidance to client engineering teams, using documentation, API specifications, and sequence diagrams to foster a deep understanding of Engine's architecture and functionalities.

Additionally, you will collaborate closely with our Client Success team to troubleshoot technical issues, translate client needs into new technical requirements, and architect innovative solutions that enhance the Engine platform.

Must have experience of end-to-end software engineering / solution architecture across the software delivery lifecycle, experience with software service design and integration, such as RESTful APIs, OpenAPI specification and sequence diagrams, experience of cloud infrastructure and large-scale cloud applications, experience working in a client-facing role and building relationships with stakeholders, and strong interpersonal communication and collaboration skills.

Nice to have experience relating to retail or business banking, core banking, card processing or payments, experience of delivery and implementation of core banking or large-scale digital transformation programmes, application migration and solution integration, commercial acumen with experience of building business cases, experience in a SaaS organisation in a Client Solutions or Client Engineering role, and knowledge of financial regulations around the world.

About you, you have a focus on delivery and getting things done for a client, you have the ability to work well with people from a variety of levels, roles and technical backgrounds, you’re able to communicate clearly about technical subjects, you’re comfortable working in a varied role, collaboratively in a team, with a flat structure, you’re comfortable travelling nationally to our London office (initial upskilling will require a period of time working with our Engineers & Product team in London), and you’re comfortable travelling internationally.

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